DSW Investment, LLC provides investment management services to individuals and high net worth individuals. DSW invests client funds based on their individual needs, goals, risk tolerance, and time horizon. DSW manages accounts on a discretionary basis.
Assets Under Management$86M
Clients31
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
A minimum of $300,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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